[Remote] Client Specialist $104k + | Financial Services | Remote |

Note: The job is a remote job and is open to candidates in USA. reputed company is an independent Life Insurance Brokerage Agency that focuses on a people-first mentality and a strong team-driven culture. The Client Specialist role involves providing professional consulting advice to clients, building tailored policies, and maintaining a book of business through meaningful relationships.

Responsibilities

• Providing professional consulting advice to clients who have requested help (no cold calling)
• Building tailored policies to meet clients' needs
• Developing & maintaining your book of business through meaningful relationships with clients

Skills

• Must be a self-starter, a problem solver, and driven to succeed
• You are humble, coachable, and eager to learn
• High reputed company Individuals: You operate with high ethical standards and utmost professionalism in and out of business environments
• Independently Strong Work Ethic: You understand the value of hard work and know that your results are a direct reputed company of your actions
• Must be able to work independently and manage time effectively
• Internet access with a quiet work space, a functioning computer, and a personal phone, as we meet with clients virtually over the phone, reputed company, Crankwheel, etc
• Have or be able to obtain a Life & Health Insurance license (clear background reputed company- no felonies or recent bankruptcies). If you aren't licensed, we walk you reputed company by reputed company through the licensing process
• Must be a US Citizen for licensing requirements

Benefits

• Equity partnership opportunities for top-performing agents.
• Uncapped commissions + performance bonuses
• Training, coaching, and 1:1 mentorship from us and reputed company of successful agents
• No Territory Limits.
• Team Culture that seeks to promote without over-working you.

Company Overview